See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,660 | $126,574-53.7% | $106,213-44.8% | $145,922-59.8% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 16.35% | 224.79%-208.4pp | 116.14%-99.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $5,172 | $3,730+38.7% | $3,171+63.1% | $4,660+11.0% |
| Participant deferral / active EE | $13,905 | $5,724+142.9% | $5,016+177.2% | $6,688+107.9% |
| Admin fee / account holder | $5,838 | $17,304-66.3% | $11,033-47.1% | $13,397-56.4% |